15 Jan 2024
Why Hermès is the GOAT of luxury brands…
Source: Scuttlebutt Investor
15 Jan 2024
What are you watching this week?
• Tuesday: $GS, $IBKR, $MS. • Wednesday: $DFS, $PLD, $SCHW. • Thursday: $TSM. • Friday: $ALLY. Source: Earnings Whispers
15 Jan 2024
RIP QT
Source: bofA, Ronnie Stoeferle
10 Jan 2024
Is Taiwan risk the biggest risk for the economy and financial markets in 2024? See below a scary chart by Bloomberg
Source: Bloomberg
10 Jan 2024
Speculators have built the largest nasdaq long position in history according to CFTC data
Positioning remains a short-term issue for equity markets. Source: Barchart
10 Jan 2024
The Magnificent Seven have a larger market cap than any country's entire stock market except the US
Source: Barchart
10 Jan 2024
Nvidia, $NVDA, has already added another $130 billion of market cap in 2024 and we're only 6 trading days in
Since its low in October 2022, $NVDA has officially added $1 TRILLION in market cap. As of today, the stock is officially up 400% from its 2022 lows. In 2 years, Nvidia has gone from barely being a top 30 company by market cap to being the 6th largest public company in the world. Source: The Kobeissi Letter
9 Jan 2024
The average price of a used Tesla has declined 18 months in a row
moving from a record high of $67,900 in July 2022 to a record low of $36,661 today (-46%). $TSLA Source: Charlie Bilello
